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Wealth Manager, Broker/Dealer & Banking Executive Search


Positions Available


Miami, FL USA
European Global bank is recruiting for T12 Brokers as teams or individuals with Production >$1MM USD or AUM of >$100MM.

Simply put, they have revamped their comp plan with payouts that revert to $1 upon passing very attainable thresholds in any given year as well as the potential for 1.5X as incentive money assuming product line up is consistent on a reduced multi-year schedule.

This applies to Miami Private Bankers as well as T12 brokers throughout NYC, Chicago & LA.

We recruit for Private Banking Jobs as well as T12 positions for brokers . . .

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Houston, TX USA
- T12 >$750K
- AUM >$75MM
- Above average incentive comp

- Geography Neutral re AUM
- Excellent Bank with 100+yr track record
- Ability to free-up Trusts (inquire)
- Offices throughout US, LatAm, Europe


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San Francisco, CA USA

Global Bank Broker Dealer is looking for two (2) <$1MM T12 producers for its San Francisco offices with <10 years LOE/TIB. Ideally, this Wealth Manager will be working with a team or solo but focused on increasing T12 through best-of-breed credit, hard asset lending, generous margin loan terms, excellent compensation package & top flight research.

We have additional positions that are strong fits for Wirehouse brokes looking to make a move within the next 6 months. LatAm and Asian NRA AUM are perfectly fine as well. Client is an EOE.

Inquiries to

Wealth Management San Francisco

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San Francisco, CA USA
We are looking to place 2-3 Private Bankers into Broker Dealers within the Bay Area. There is upfront incentive money, NRA AUM is OK and the client can accomodate a wait for the Series 7 et al. AUM derived from Bank referrals can be considered a positive as well.

Ideally, ROA should be >$1.5MM, AUM >$200MM and a clear understanding of how to increase AUM & prospecting.

We have a strong tack record of developing Private Banking talent into Broker Dealer Wealth Managers. Fell free to send inquiries to

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Miami, FL USA
Profile: a driven professional to service customers in a sophisticated and demanding (mostly) institutional fast-pace client base. Expected: a constant pursuit of perfection, a sharp mind, quick and efficient problem solving, pro-activity, attention to details, ownership of projects and clients, organization, high productivity, strong worth ethic, eloquent, self-confident, desire to learn, to always get better and to be a team player.

As an extension of the sales and marketing team … The individual will be expected to and compensated for growing the asset base by attracting new (institutional /advisory) customers. We seek a production minded professional with analytical skills. He/She shall have expertise in global economics, financial markets and primarily fixed income. Ideally also equity experience and basic FX understanding. Client coverage will also require reading research daily, transmitting rationale for investments in writing and orally, serving as liaison between the clients and the portfolio management and research team.

Related tasks may include the revision of a prospectus for a new product, the creation of presentations, investment proposals and the analysis of a derivative or a new financial structure, creation and coordination of client/prospect events, etc. Travelling may be required.

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// Open Positions

// Featured Position

Miami, FL USA 07.14.2014
Miami, Houston, LA &NYC

Private Bank seeking Bankers & Portfolio Manager with >6 years of experience. The ideal candidate will be committed to working with a significant number of client accounts while improving investment performance & generating new, organic business.

Candidate must be able to articulate why existing clients would consider a move to a new firm and plan to migrate AUM in an orderly, timely fashion.

Candidates do not necessarily need to be licensed.

-Fluency in Spanish required or Portuguese.

Email questions or interest to

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